Kajabi + Salesforce Essentials
Create new Salesforce Essentials records from new Kajabi form submissions
Streamline your sales process with this efficient workflow. When a new form submission is detected in Kajabi, a corresponding record is instantly created in Salesforce Essentials. This allows for effortless data transfer, ensuring your sales team is immediately informed and can respond faster to new inquiries. Enhance your customer relationship management with this simple yet effective automation.
Streamline your sales process with this efficient workflow. When a new form submission is detected in Kajabi, a corresponding record is instantly created in Salesforce Essentials. This allows for effortless data transfer, ensuring your sales team is immediately informed and can respond faster to new inquiries. Enhance your customer relationship management with this simple yet effective automation.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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